Overview

Vail Valley Asset Management, LLC, is a Registered Investment Advisor (“RIA”) formed to build a next generation independent RIA firm. Through Vail Valley Asset Management, I am seeking to acquire a single RIA/fee-based practice or a large book from a founder/seller interested in exiting the industry or transitioning their practice. My current mission and sole focus is to ensure continuity of superior service to a seller’s existing clients. My focus is to ensure there is a good cultural fit with any seller's practice prior to pursuing a sale/transition. My approach is different given my focus will be on serving the seller's existing clients versus other buyers who may be adding AUM to an already busy practice. My long-term plan is to organically build upon the legacy of the selling founder(s) and develop a next generation RIA service platform. I believe independent RIAs serve a valuable role within the wealth management industry and uniquely offer clients unbiased, non-conflicted fiduciary advice. An RIA should build a service platform based on core values of Trust, Customer Service, and Knowledge. RIAs should also provide clients with a balanced approach by delivering holistic financial planning and investment management services through a transparent fee structure. I have 10 years of industry experience, I am a CFA charterholder, an MBA from Yale University with a focus in asset management.

Market
RIA
Member Level
Premier
Last Activity
today
Listing Age
29 days old

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